FNCE5004 (v.1) Advanced Financial Plan Construction
| Area: | School of Economics and Finance |
|---|---|
| Credits: | 25.0 |
| Contact Hours: | 3.0 |
| TUITION PATTERNS: | The tuition pattern provides details of the types of classes and their duration. This is to be used as a guide only. Precise information is included in the unit outline. |
| Seminar: | 1 x 3 Hours Weekly |
| Equivalent(s): |
301340 (v.4)
Financial Plan Construction 519
or any previous version
|
| Prerequisite(s): |
11945 (v.6)
Taxation 531
or any previous version
OR TAXA5001 (v.1) Fundamentals of Australian Tax Law or any previous version AND 13315 (v.3) Superannuation and Retirement Planning 621 or any previous version OR TAXA6001 (v.1) Advanced Superannuation and Retirement Planning or any previous version AND 301339 (v.3) Finance (Risk and Insurance) 509 or any previous version OR 314269 (v.1) Personal Risk and Insurance 509 or any previous version OR FNCE5009 (v.1) Advanced Personal Risk and Insurance or any previous version |
| UNIT REFERENCES, TEXTS, OUTCOMES AND ASSESSMENT DETAILS: | The most up-to-date information about unit references, texts and outcomes, will be provided in the unit outline. |
| Syllabus: | This is a capstone unit that examines the steps in the financial planning process and integrates the comprehensive knowledge and skills gained throughout the course. It involves the creation of a detailed Statement of Advice, (SOA) incorporating all the advanced aspects of financial advice. It also critically considers the regulatory requirements and professional responsibilities faced by the financial planning profession. |
| Field of Education: | 081101 Banking and Finance |
| Result Type: | Grade/Mark |
Availability
| Year | Location | Period | Internal | Partially Online Internal | Area External | Central External | Fully Online |
|---|---|---|---|---|---|---|---|
| 2015 | Bentley Campus | Semester 1 | Y | ||||
| 2015 | Bentley Campus | Semester 2 | Y |
Area External refers to external course/units run by the School or Department or offered by research.
Central External refers to external and online course/units run through the Curtin Bentley-based Distance Education Area
Partially Online Internal refers to some (a portion of) learning provided by interacting with or downloading pre-packaged material from the Internet but with regular and ongoing participation with a face-to-face component retained. Excludes partially online internal course/units run through the Curtin Bentley-based Distance Education Area which remain Central External
Fully Online refers to the main (larger portion of) mode of learning provided via Internet interaction (including the downloading of pre-packaged material on the Internet). Excludes online course/units run through the Curtin Bentley-based Distance Education Area which remain Central External
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